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SBI Banking & Financial Services Fund vs Kotak Banking & Financial Services Fund compare

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tortoise-icon Kotak Banking & Financial Services Fund - Regular Plan - Growth

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tortoise-icon SBI Banking & Financial Services Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth
Fund Kotak Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1236 Cr ₹8450 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 27 Feb 2023 26 Feb 2015
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI Nifty Financial Services TRI
Turn Over 3.53% 84%
Expense Ratio 2.19 1.81
Manager Abhishek Bisen Pradeep Kesavan
ISIN Code INF174KA1MA7 INF200KA1473
Exits Load Kotak Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 SBI Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth
1 Month -0.92% 0.4%
6 Month 15.69% 17.51%
1 Year 10.47% 16.44%
3 Year - 18.47%
5 Year - 22.18%

SIP Return Analysis

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth
6 Month 2.59% 5.22%
1 Year 10.39% 17.93%
3 Year - 20.31%
5 Year - 18.02%

Rolling Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth
1 Year 19.37% 17.09%
3 Year - 15.2%
5 Year - 13.68%

Risk Management

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth
Standard Deviation - 11.85%
Sharp - 1.04%
Beta - 0.80%
Alpha - 7.11%

Fund Managers

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth
Name Abhishek Bisen Pradeep Kesavan
Total AUM ₹0 Cr ₹434274 Cr
Funds Managed 33 43
Kotak Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

SBI Banking & Financial Services Fund - Regular Plan - Growth

Others 12.15 8.59
Small Cap 16.49 13.1
Mid Cap 9.5 13.61
Large Cap 61.87 64.71

Sector Allocation

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

SBI Banking & Financial Services Fund - Regular Plan - Growth

Others 1.39 8.11
Financial Services 98.61 91.89

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